Advanced Tasks

🧩 Conditional Tasks

You can set up tasks so they only show up when certain answers are given. For example:

• Show "Upload Marriage Certificate" only if the client said "Yes" to "Are you married?"
• Show extra questions based on the type of case
• Skip tasks that don't apply — automatically!

Conditional logic gets set up when you add tasks to forms. See Forms for more details.

🔔 Task Notifications

Set up alerts for task events:

📱 Client Notifications

Event	Notification
Task Assigned	Let the client know they have a new task
Task Due Soon	Remind them before the deadline
Task Overdue	Remind them after the deadline

👥 Staff Notifications

Event	Notification
Task Completed	The client finished a task ✅
Task Overdue	A task went past its deadline ⏰
Document Uploaded	A file was submitted 📎

📜 Task History

See everything that's happened with a task:

Event	Tracked Information
Created	When the task was assigned
Started	When the client began working on it
Completed	When the client finished it
Updated	When the answer was changed
Viewed	When someone opened the task

🏢 Internal Tasks

Make tasks for your team that clients don't see:

Internal Task Features

Feature	Description
Assign to Staff	Give it to a team member
Internal Notes	Notes that only your team can see
Checklists	Mini-tasks inside the task
Priority	High, Medium, or Low
Categories	Sort by type

Internal Task Types

Type	Description
Follow-up	Reach out to the client
Review	Look over a document or case
Research	Do some research
Administrative	Office or admin work
Legal	Legal-related work

📚 Task Templates Library

Keep your task templates organized:

🗂️ Categories

Category	Examples
Personal Information	Name, birthday, SSN, contact info
Medical	Injuries, treatments, doctors
Employment	Employer, income, job info
Documents	ID, records, photos
Financial	Bills, expenses, damages
Signatures	Consent forms, agreements

👥 Sharing Templates

Scope	Description
Personal	Only you can use it
Company	Everyone on your team can use it
Public	Share across different companies

✅ Best Practices

• Be specific — Clear task names help clients understand what to do 🎯
• Add instructions — Explain what you need and why
• Pick the right type — Choose the task type that makes it easiest to complete
• Set deadlines — Due dates keep cases moving forward ⏰
• Check often — Look for overdue tasks and follow up with clients
• Use conditional logic — Skip tasks that don't apply for a smoother experience
• Validate input — Use rules to make sure you get good data
• Group logically — Organize tasks into sections that make sense
• Think mobile — Remember, most clients fill these out on their phones 📱
• Test it yourself — Complete the tasks yourself to see what the experience is like